401(k) · DOL Form 5500 · 2024

Shafer, Troxell & Howe, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
67
Participants Small participant base
42nd
Percentile by assets National rank
$72,877
Avg per participant Below avg balance/head
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Official DOL plan name: Sth 401(k) Plan · Sponsored by Shafer, Troxell & Howe, Inc. · Maryland · Utilities

$5M in assets, 67 participants

Shafer, Troxell & Howe, Inc.'s Sth 401(k) Plan reported $5M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #114 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Sth 401(k) Plan ranks #114 of 732 2024 filers by assets (10996% of the sector average)-$5M for 67 participants.

#114
in Utilities (732 peers)
+17.8%
assets growth YoY

Sth 401(k) Plan's mid-pack asset rank among Utilities and all filers

Sth 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,882,730 42nd percentile higher than 42% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sth 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sth 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sth 401(k) Plan reported participants rose from 44 in the plan year 2023 filing to 67 in the plan year 2024 filing.
  • Sth 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sth 401(k) Plan reported net income fell from $803K in the plan year 2023 filing to $738K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 520974141 · Shafer, Troxell & Howe, Inc. PY 2024 · 401(k)

Sth 401(k) Plan · $5M · 67 · 42nd

  • SCH $5M
  • SCH 67
  • SCH 42nd
  • SCH 401(k)
  • SCH near Stryker Electrical Contracting, Inc., 401(k) Profit Sharing Plan
  • SCH ind #114

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Utilities retirement plans → · Plans in Maryland →

Sth 401(k) Plan in the asset neighbourhood

Sth 401(k) Plan$5MStryker Electrical Contracting, Inc., 401(k) Profit Sharing PlanStryker Electrical Contracti…$5MAtlas Sign Industries 401(k) PlanAtlas Sign Industries 401(k)…$5MGuerriere & Halnon, Inc. 401(k) Profit Sharing PlanGuerriere & Halnon, Inc. 401…$5MYoung Electric Company, Inc. 401(k) Profit Sharing PlanYoung Electric Company, Inc.…$5M
End-of-year total assets ($M) among Sth 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$738K
Employer EIN520974141
Plan Effective Date1981-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Shafer, Troxell & Howe, Inc.)

Sponsor-wide plan assets over time

All Shafer, Troxell & Howe, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.757424336574424% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.26M $4.88M ▲ +49.7%
Year Plans Participants Total Assets
2022 1 53 $3M
2023 1 44 $4M
2024 1 67 $5M

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sth 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sth 401(k) Plan, Total assets ($B): 0.00488273 · Participants: 67Sth 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Sth 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Sth 401(k) Plan side-by-side with 3 peers →

Sth 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Stryker Electrical Contracting, Inc., 401(k) Profit Sharing Plan in FL ($5M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sth 401(k) Plan assets move in 2024? ▼
Sth 401(k) Plan grew sharply - up 17.8% during 2024, from $4M to $5M. Reported net income was $738K.
How have Shafer, Troxell & Howe, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shafer, Troxell & Howe, Inc.'s sponsor-wide assets grew 49.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Sth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stryker Electrical Contracting, Inc., 401(k) Profit Sharing Plan in FL ($5M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Sth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520974141.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.